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| Provider | Service type | Compensation |
|---|---|---|
EFS ADVISOR4 years Filed as: EFS ADVISORS Service code 26 1995 E RUM RIVER DRIVE S · CAMBRIDGE, MN 55008 | Advisory (Participants) | $56,995 |
PENSERV PLAN SERVICES, INC.10+ years Service code 15 PO BOX 3109 · WEST COLUMBIA, SC 29171 | Recordkeeping | $17,020 |
LT TRUST COMPANY9 years Filed as: MG TRUST COMPANY LLC Service code 19 · EIN 75-3182674 | Securities Custodian | $8,485 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,063 | $60,454+35.7% | $81,844+0.3% | $74,459+10.2% |
| Participation rate | 92.0% | 63.0%+29.0pp | 72.4%+19.6pp | 67.2%+24.8pp |
| Annual return | 14.07% | 16.87%-2.8pp | 778.87%-764.8pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $2,494 | $2,630-5.2% | $2,916-14.5% | $2,626-5.0% |
| Participant deferral / active EE | $7,167 | $3,398+110.9% | $4,323+65.8% | $4,350+64.8% |
| Admin fee / account holder | $312 | $1,490-79.1% | $7,355-95.8% | $1,945-83.9% |